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Cambridge Trust —
Cambridge, Massachusetts,
United States
Summary: In partnership with the Office Manager, shares responsibility for all office activities and team members to ensure delivery of private banking experience to clients and prospects. Supports efforts of Office Manager in leading and developing the team, providing exceptional service, and achie ...
Reference no: 240632862
Posted on: 05/09/2024
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Cambridge Trust —
Cambridge, Massachusetts,
United States
Client Advisor/Universal Banker – Cambridge Trust Company Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with superior customer service experience and are done with working nights and weekends, then please app ...
Reference no: 240580176
Posted on: 05/08/2024
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Cambridge Trust —
Boston, Massachusetts,
United States
Summary: Through both personal and professional relationships, acquires and develops new high net worth and institutional relationships. The incumbent will work with wealth management professionals to develop a network of attorneys, accountants, and other centers of influence to build the Cambridge ...
Reference no: 240522956
Posted on: 05/07/2024
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Cambridge Trust —
Boston, Massachusetts,
United States
Summary: Supports investment team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service. Receives broad cross-sectional exposure to investment analysts, client portfolio managers, marketing, operations, administra ...
Reference no: 240282867
Posted on: 05/02/2024
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Cambridge Trust —
Wellesley, Massachusetts,
United States
Summary: Supports the Massachusetts offices in proactively developing new business opportunities and deepening relationships with existing clients in order to contribute directly to the growth of the office. At the Office Manager's direction, manages a portfolio of clients to deliver an outstanding ...
Reference no: 240182341
Posted on: 04/30/2024
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Cambridge Trust —
Wellesley, Massachusetts,
United States
Client Advisor/Universal Banker – Cambridge Trust Company Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with superior customer service experience and are done with working nights and weekends, then please app ...
Reference no: 240037936
Posted on: 04/25/2024
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Cambridge Trust —
Boston, Massachusetts,
United States
Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. Responsibilities: Manages assigned client relationships, including all aspects of ...
Reference no: 239648947
Posted on: 04/17/2024